Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, constructing portfolios for clients; Financial analysis and research services; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Insurance and financial information and consultancy services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial assessment services to clients; Providing financial consultation services to clients; Providing financial information services to clients; Providing an internet website portal in the field of financial transaction and payment processing services; Strategic financial advisory services